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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,114 | $106,894-40.0% | $84,016-23.7% | $152,870-58.1% |
| Participation rate | 55.6% | 75.2%-19.7pp | 69.0%-13.5pp | 82.4%-26.9pp |
| Annual return | 24.27% | 104.99%-80.7pp | 71.31%-47.0pp | 345.34%-321.1pp |
| Employer contribution / active EE | $672 | $2,734-75.4% | $1,983-66.1% | $4,763-85.9% |
| Participant deferral / active EE | $459 | $4,011-88.6% | $3,239-85.8% | $5,850-92.2% |
| Admin fee / account holder | $12,850 | $8,286+55.1% | $6,101+110.6% | $11,597+10.8% |